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Home > Retirement Planners > florida > orlando > ALLGEN FINANCIAL ADVISORS, INC.
ALLGEN FINANCIAL ADVISORS, INC.
100 W. Lucerne Circle
Suite 200
Orlando, Florida 32801
Tel: 407-210-3888
About ALLGEN FINANCIAL ADVISORS, INC.
ALLGEN FINANCIAL ADVISORS, INC, formally registered with the SEC as ALLGEN FINANCIAL ADVISORS, INC. The firm was established in 07/15/2014. They have over 1 offices throughout the country.
ALLGEN FINANCIAL ADVISORS, INC. is a Orlando, Florida based Financial Planning firm with nearly $352,356,607 assets under management, offering retirement planning & investment advisory services to 2312 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126877 |
| SEC# | 801-80077 |
| Assets Managed by Firm | $352,356,607 |
| No. of Clients | 2312 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2312 | $352,356,607 |
| Individuals (other than high net worth individuals) | 895 | $130,464,168 |
| High net worth individuals | 83 | $197,050,911 |
| Charitable organizations | Fewer than 5 clients | $6,044,296 |
| Corporations or other businesses | 17 | $18,797,232 |
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